Davis Financial Fund

Davis Financial Fund is a registered fund series of DAVIS SERIES INC (series S000003445). Net assets $1.1B as of 2026-03-31.

Profile

Advisers

Top holdings (31 reported)

Showing 15 of 31 holdings by value.

HoldingTickerValue% of fund
CAPITAL ONE FINANCIAL CORP$105.0M953.97%
WELLS FARGO + CO$96.0M872.22%
JPMORGAN CHASE + CO$79.7M723.92%
FIFTH THIRD BANCORP$61.2M556.06%
MARKEL GROUP INC$56.0M508.97%
US BANCORP$54.6M495.86%
CHUBB LTD$53.9M489.43%
BERKSHIRE HATHAWAY INC CL A$50.3M456.67%
PNC FINANCIAL SERVICES GROUP$50.2M456.38%
JULIUS BAER GROUP LTD$47.8M434.13%
RENAISSANCERE HOLDINGS LTD$38.2M346.86%
DBS GROUP HOLDINGS LTD$32.9M298.58%
LOEWS CORP$32.8M298.08%
EXOR NV$32.5M294.82%
ROCKET COS INC CLASS A$32.1M292.00%

Net asset history

Report dateNet assets
2026-03-31$1.1B
2025-12-31$1.2B
2025-09-30$1.2B
2025-06-30$1.1B
2025-03-31$1.0B
2024-12-31$1.0B
2024-09-30$957.5M
2024-06-28$907.8M

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